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Social Networking & Privacy Advanced Commercial Law: Law of Electronic Commerce SMU Dedman School of Law Edward Marx SVP/CIO Texas Health October 2009

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Page 1: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Social Networking & PrivacyAdvanced Commercial Law: Law of Electronic Commerce

SMU Dedman School of Law

Edward Marx

SVP/CIO Texas Health

October 2009

Page 2: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Flow

• Video

• Texas Health and Ed Marx

• Social Networking

• One Executive and Companies Journey

• Privacy & Policy

• The Key Challenge

• Discussion

Page 3: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

• More than 18,000 Employees

• More than 3,600 Active Staff Physicians

• 14 Hospitals

• 6 JV Hospitals

• 22 Ambulatory Healthcare Sites

• More than 3400 Licensed Hospital Beds

Texas Health

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Edward Marx

• Colorado State University (BS, MS)

• Army Combat Engineer Officer

• Healthcare IT Leadership Career

• Texas Health Services Authority Board

• Dallas Newcomer of the Year (2008)

• SMU Engineering School Advisory

• TCU Business School Advisory

Page 5: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

IT Slide of Pride

InnovatorInnovator

Page 6: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Social Network Primer

―Social networks will be like air‖

-- Charlene Li, Forrester Research

Page 7: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Why Pay Attention

• Mainstream

• Innovation

• Relevant Leadership

• Marketing

• Collaboration

• Communication

• Community

Page 8: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Personal/Professional Journey

• Intra Company Email/Blogs/IM

• ServeLists

• Triathlon Bulletin Boards

• FaceBook

• Linkedin

• SecondLife

• Twitter & Yammer

• Hosted Blog

Page 9: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

FaceBook

Page 10: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Linkedin

Page 11: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Twitter

build business

Page 12: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Blog

advancing ideas & concepts

Page 13: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Texas Health Journey

• The Mountain

– Culture

– Fear

– Security & Privacy

– Healthcare Regulations (HIPAA)

• The Climb

– Planning

– Base Camp

– Risk

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Page 15: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

YouTube Channel

Page 16: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

FaceBook Site

Page 17: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Yammer

Page 18: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

MOSS as Web 2.0

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Social Media

• THR has Assumed a Leading Role in Social Media

– New tools to directly reach online customers, potential patients

– Builds on image as open environment for potential employees

– Builds on ―Most-Wired‖ positioning as technologically-forward

• Social Media is Vibrant & Growing (―Jump in and figure it out‖)

– Usage spreads quickly and organically

– Traditional planning processes are not as conducive to success

as iterative prototyping

• Social Media Users Determine Success by:

– Usage

– Content is the kingmaker

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Current Situation

• Facebook 760 Friends

• Twitter 681 Followers

• YouTube Channel 125 videos posted with 30,505 views

• Yammer 850 users in 43 groups

• IM/Video

• Multiple Blog Presences – The “Care” in Health Care – THFW

– Live from a Hospital – THSW

– Keeping Pulse – THAM

– The Story Behind the Scrubs – THHEB

– Words from Winjie – Industry blog by Winjie Miao

– CIO Unplugged – Industry blog from Edward Marx

• Listening Posts

– Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

– Active listening for hot button issues discussed externally

– Outside service bureau for more comprehensive reporting/monitoring

Page 21: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Near Future Possibilities• Advances in Medicine ―meet-ups‖ (Facebook & Twitter)

• YouTube Video Press Releases

• Service-line Specific Blogs/Forums– Linking patients with common interests for support/networking

– Linking across communities

• Internal Tools– MySite employee pages

– Executive blogs, Wikis, discussion forums, etc.

• System Recruitment– Facebook & Linkedin pages + Events

– Mobile landing pages for mobile recruitment campaigns

• Augmented Reality, Mobile Apps and Google Wave

• Physician Engagement & Outreach – CareTube

– CareSuite

Page 22: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Privacy & Policy

• Texas Health Journey

• Policy / Guidelines

• National Survey Results

Page 23: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Sample Guidelines

• Follow All Applicable Company Policies

• Be a Responsible Social Media Citizen

• Disclose Your Connection with Company

• Write in the First Person

• Cite Your References

• Respect Your Audience

• Use a Personal e-mail Address

• Try to Add Value & Avoid Conflicts

• Ask Before You Publish

Page 24: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Privacy

• Too Much Information (TMI)

• Personal Health Information (PHI)

• Personal Rights

– ACLU

– Canada

• IP Issues

• Brand Damage

• Securities

Page 25: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Social Network Survey

*8/2009 Health Care Compliance Association & Society of Corporate Compliance & Ethics

Page 26: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Social Network Survey

*8/2009 Health Care Compliance Association & Society of Corporate Compliance & Ethics

Page 27: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Social Network Survey

*8/2009 Health Care Compliance Association & Society of Corporate Compliance & Ethics

Page 28: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Gartner Opinion

• Social-networking (SN) sites provide new channels for marketing and CRM

• Uncontrolled use of SN sites by staff can expose internal corporate activities

and intellectual property to inappropriate audiences.

• SN sites provide mechanisms for rapid, viral distribution of active and

passive content that can include illegal, damaging and offensive material.

• Personal and corporate information posted on SN sites can be used to

support identity fraud and competitive espionage activities.

• Enterprises need to ensure that they maintain control over their content.

• SN firms that attempt to gain control over content through licensing or other

means should be avoided at all costs.

• Whether they "explicitly" try to take control now or not, there is no telling

who might buy their property and, typically, what safeguards they may put in

place to protect your content.

Page 29: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Discussion

• Personal & Professional

– What is the Right Balance?

– Who Decides the Balance?

• Do Fears Outweigh Risks?

• Can you Still Separate Life Roles?

• Other Thoughts?

Page 30: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Contact

• Blog http://tiny.cc/DQJO8

• Twitter http://twitter.com/marxists

• LinkedIn www.linkedin.com/in/edwardmarx

• Facebook www.facebook.com/edwardmarx

• Email [email protected]

30

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Page 32: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Appendix One

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Social Media @ THR

Blogs, wikis, social networks, virtual worlds and Social Media

Strategy & Plans

September 2009

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Blogs, podcasts, wiki articles, photos, videos

Comments, ratings, reviews

Tags, feeds, voting

Social networks

Read, watch, listen

Page 35: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Not a Fad

Page 36: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Appendix Two

Page 37: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Privacy in Healthcare Context

• Emerging Practice Given Ubiquitous

Technology Deployment

• HIPAA & Perverse Consequences

• Plethora of Proposed Laws

Page 38: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

HIPAA 101

• HIPAA was designed to:– Ensure health insurance portability

– Reduce health care fraud and abuse

– Guarantee privacy and security of health information

– Provide standards for electronic exchange of health information

• Examples of HIPAA’s impact include:– Portability.

• Guarantees medical coverage renewal, prohibits discrimination based on health status, and eliminates some preexisting conditions exclusions.

– Transaction Standards and Unique Identifiers • Creates standard formats and code sets for all major digital transactions

and provides national identifiers for providers, employers and payors.

– Security Rule.• Provides a uniform level of protection of all electronic health information.

– Privacy Rule.• Addresses the rights of an individual, the procedures for exercising these

rights and the uses and disclosures of health information. Confidentiality.

Page 39: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

HIPAA protects the rights of individuals, not just

patients. An individual is the subject of health

information. This can include patients and health plan

participants and their covered dependents. These same

rights extend to legally authorized representatives.

A covered entity's workforce

includes employees, volunteers,

people whose conduct is under

the direct control of a covered

entity, and people involved in a

covered entity's training

programs.

Individually Identifiable Health Information (IIHI) is

health information that either identifies an individual or

provides a reasonable basis for identifying an individual,

by virtue of containing one or more of 18 identifiers.

PHI stands for Protected Health Information. This is

health information—in any form—that can identify an

individual. HIPAA and Texas state law defines how PHI

may be used and disclosed.

HIPAA Glossary

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National v. State Regulation

• Many states, including Texas, passed their

own versions of HIPAA.

• HIPAA resolved this issue by instructing that

when state and federal versions differ, the

more restrictive version applies.

• Texas Health has reconciled state and federal

law; more restrictive law is reflected in our

privacy policies and training.

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Providers. Texas Health is a health care provider. Providers range from large hospital systems to individual nursing homes, labs, and pharmacies. Health care providers are also doctors, nurses, dentists, psychotherapists, and others who care for patients.

Plans or Payors. Examples include Cigna, United Health Care, Blue Cross/Blue Shield, and Aetna.

ClearinghousesThese are systems that process information for other companies such as most billing services like WebMD Envoy® .

Who is Included?

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Protected Health Information

• Identifies the individual

• With respect to which there is a reasonable basis to believe that the information can be used to identify the individual

• If the following information is removed, it is presumed to be non-identifiable information:

-Name -Names of Relatives

-Street Name -Names of Employers

-City -Date of Birth

-County -Telephone Numbers

-Zip Code -Fax Numbers

-Equivalent Geocodes -E-Mail Addresses

-Social Security # -Medical Record #

-Health Plan # -Account #

-Certificate/License # -Vehicle or Device Serial #

-Finger & Voice Prints -Internet Protocol Address

-Photo Images

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The Key Practical Challenge

• Caregiver v. Compliance

• Real Life Tension

• Los Angeles Times

• Jacksonville

• Harvard Journal of Law and Technology

• Obstacles to Success

• Hardcore Realities

Page 44: Social Networking & Privacy - Garderesmu-ecommerce.gardere.com/Ed Marx (CIO at Texas Health Resource… · –Internal pulse checks with employees (Mail to the Chief, Pulse Panels)

Public/Private Solution?

• Regulatory Logjam

• Provider Paralysis and Bureaucracy

• Obama Impact?

• HITrust Collaborative; A Leading Approach

– Health Information Trust Alliance

– What is it and What can it Accomplish

– Texas Health Involvement